See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $25,402 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $22,546 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,538 | $91,407-54.6% | $135,903-69.4% | $71,457-41.9% |
| Participation rate | 95.0% | 75.7%+19.3pp | 81.9%+13.1pp | 67.9%+27.0pp |
| Annual return | 20.10% | 29.90%-9.8pp | 68.23%-48.1pp | 28.85%-8.7pp |
| Employer contribution / active EE | $2,743 | $3,703-25.9% | $4,856-43.5% | $2,588+6.0% |
| Participant deferral / active EE | $5,621 | $7,092-20.7% | $7,758-27.5% | $4,289+31.1% |
| Admin fee / account holder | $258 | $1,266-79.6% | $10,762-97.6% | $1,587-83.8% |